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Axiom Financial Strategies’s Vanguard Small-Cap ETF VB Stock Holding History

Axiom Financial Strategies’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,701
Closed -$3.02M – 39
2025
Q4 		$3.02M Sell
11,701
-2,763
-19% -$708K 1.27% 19
2025
Q3 		$3.68M Sell
14,464
-22,183
-61% -$5.5M 1.58% 17
2025
Q2 		$8.68M Sell
36,647
-301
-0.8% -$67.2K 4.85% 6
2025
Q1 		$8.19M Buy
36,948
+639
+2% +$153K 4.86% 5
2024
Q4 		$8.72M Sell
36,309
-9,848
-21% -$2.42M 4.87% 5
2024
Q3 		$10.9M Buy
46,157
+13,090
+40% +$2.97M 5.78% 5
2024
Q2 		$7.21M Sell
33,067
-201
-0.6% -$44.1K 4.68% 7
2024
Q1 		$7.6M Sell
33,268
-317
-0.9% -$68.2K 4.84% 7
2023
Q4 		$7.16M Sell
33,585
-63
-0.2% -$12.1K 4.65% 7
2023
Q3 		$6.36M Buy
33,648
+9,464
+39% +$1.89M 4.27% 9
2023
Q2 		$4.81M Sell
24,184
-15,300
-39% -$2.89M 2.76% 14
2023
Q1 		$7.48M Buy
39,484
+1,493
+4% +$290K 4.16% 7
2022
Q4 		$6.97M Sell
37,991
-478
-1% -$88.6K 4.38% 7
2022
Q3 		$6.58M Sell
38,469
-8,068
-17% -$1.52M 3.5% 9
2022
Q2 		$8.2M Buy
46,537
+1,006
+2% +$194K 4.31% 7
2022
Q1 		$8.88M Sell
45,531
-6,892
-13% -$1.45M 4.48% 7
2021
Q4 		$11.8M Sell
52,423
-34,374
-40% -$7.81M 5.38% 5
2021
Q3 		$19M Sell
86,797
-19,050
-18% -$4.23M 8.94% 3
2021
Q2 		$23.8M Buy
105,847
+5,434
+5% +$1.2M 11% 1
2021
Q1 		$21.5M Buy
100,413
+40,347
+67% +$8.5M 10.56% 3
2020
Q4 		$9.24M Hold
60,066
– – 5.55% 6
2020
Q3 		$9.24M Buy
60,066
+28,971
+93% +$4.45M 5.55% 6
2020
Q2 		$4.53M Sell
31,095
-28,502
-48% -$3.83M 2.95% 10
2020
Q1 		$6.88M Buy
+59,597
New +$8.96M 5.56% 5

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Axiom Financial Strategies's VB Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Small-Cap ETF (VB) in Q1 2026, closing a stake of 11,701 shares — an estimated $3.02M sold.

Axiom Financial Strategies first reported a position in VB in Q1 2020 and held it in 24 quarters. The position peaked at $23.8M in Q2 2021. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 11,701 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $3.02M.
  • Axiom Financial Strategies first reported a position in Vanguard Small-Cap ETF in Q1 2020 and held it in 24 quarters.
  • Axiom Financial Strategies's Vanguard Small-Cap ETF position peaked at $23.8M in Q2 2021.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.